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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,111 | $114,119-66.6% | $107,187-64.4% | $138,895-72.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 8.90% | 273.21%-264.3pp | 204.55%-195.6pp | 145.39%-136.5pp |
| Employer contribution / active EE | $2,139 | $4,059-47.3% | $3,782-43.5% | $4,194-49.0% |
| Participant deferral / active EE | $1,453 | $5,538-73.8% | $5,096-71.5% | $6,396-77.3% |
| Admin fee / account holder | $9,098 | $10,024-9.2% | $9,162-0.7% | $12,562-27.6% |